DFA Investment Dimensions Group Inc.

06/18/2026 | Press release | Distributed by Public on 06/18/2026 04:00

Summary Prospectus by Investment Company (Form 497K)

DFA INVESTMENT DIMENSIONS GROUP INC.
DIMENSIONAL ETF TRUST
U.S. Core Equity 1 Portfolio
U.S. Core Equity 2 Portfolio
U.S. Vector Equity Portfolio
U.S. High Relative Profitability Portfolio
DFA Real Estate Securities Portfolio
U.S. Small Cap Portfolio
U.S. Targeted Value Portfolio
U.S. Small Cap Value Portfolio
Dimensional US Core Equity 1 ETF
Dimensional US Vector Equity ETF
Dimensional US Small Cap Value ETF
Dimensional US High Profitability ETF
Dimensional US Real Estate ETF
Dimensional U.S. Small Cap ETF
Dimensional U.S. Targeted Value ETF
Dimensional U.S. Core Equity 2 ETF
DIMENSIONAL INVESTMENT GROUP INC.
U.S. Large Company Portfolio
SUPPLEMENT TO THE SUMMARY AND STATUTORY
PROSPECTUSES OF EACH PORTFOLIO LISTED ABOVE
I.
Announcement of Reorganizations
The Board of Trustees of Dimensional ETF Trust (the "ETF Trust"), on behalf of each target portfolio listed below (each, a "Target Portfolio" and collectively, the "Target Portfolios"), and the Board of Directors of DFA Investment Dimensions Group Inc. ("DFAIDG"), on behalf of each acquiring portfolio listed below (each, an "Acquiring Portfolio" and collectively, the "Acquiring Portfolios"), approved an Agreement and Plan of Reorganization (the "Plan of Reorganization"), under which each Target Portfolio will be reorganized with and into the corresponding Acquiring Portfolio (each, a "Reorganization" and collectively, the "Reorganizations"), which employs substantially similar investment strategies.
Target Portfolios
Acquiring Portfolios
Dimensional US Core Equity 1 ETF
U.S. Core Equity 1 Portfolio
Dimensional US Vector Equity ETF
U.S. Vector Equity Portfolio
Dimensional US Small Cap Value ETF
U.S. Small Cap Value Portfolio
Dimensional US High Profitability ETF
U.S. High Relative Profitability Portfolio
Dimensional US Real Estate ETF
DFA Real Estate Securities Portfolio
Dimensional U.S. Small Cap ETF
U.S. Small Cap Portfolio
Dimensional U.S. Targeted Value ETF
U.S. Targeted Value Portfolio
Dimensional U.S. Core Equity 2 ETF
U.S. Core Equity 2 Portfolio
Under each Plan of Reorganization, the Target Portfolio will transfer substantially all of its assets to the corresponding Acquiring Portfolio, in exchange solely for ETF Class shares of the Acquiring Portfolio, which shares will be distributed to the shareholders of the Target Portfolio according to their respective interests held in the Target Portfolio immediately prior to the Reorganization. As soon as practicable thereafter, the Target Portfolio will be liquidated and dissolved.
Each Reorganization does not require the approval of shareholders and is expected to be tax-free for federal income tax purposes. A Prospectus/Information Statement will be mailed before the consummation of each Reorganization to the applicable Target Portfolio's shareholders that describes in detail the Reorganization, the multi-class ETF fund structure of the corresponding Acquiring Portfolio, and a summary of the Boards' considerations in approving the Reorganization. Each Reorganization is expected to be completed on or around September 25, 2026.
II.
Announcement of Management Fee and Expense Reductions for Certain Portfolios
In addition, this supplement to the Summary and Statutory Prospectuses dated February 28, 2026, as amended, of the portfolios listed below (each, a "Portfolio" and collectively, the "Portfolios"), each a series of DFAIDG or Dimensional Investment Group Inc. (collectively, the "Funds"), is to notify shareholders that the Boards of Directors of the Funds approved reductions to the management fees and/or reduced or new amended expense limitation amounts for the Portfolios, effective as of the dates described below.
A.
Effective July 1, 2026, the management fee of the Portfolio listed below is reduced as follows:
Portfolio Name
Current Management Fee
Management Fee as of 7/1/26
U.S. Large Company Portfolio
0.06%
0.04%
B.
Effective July 1, 2026, the expense limitation amount of each class of the Portfolio listed below is reduced as follows:
Portfolio Name
Current Expense
Limitation Amount
Expense Limitation Amount
as of 7/1/26
U.S. Large Company Portfolio
Institutional Class - 0.08%
ETF Class - 0.08%
Institutional Class - 0.06%
ETF Class - 0.06%
C.
Effective November 1, 2026, the management fees of the Portfolios listed below are reduced as follows:
Portfolio Name
Current Management Fee
Management Fee as of 11/1/26
U.S. High Relative Profitability Portfolio
0.19%
0.16%
U.S. Small Cap Portfolio
0.25%
0.24%
U.S. Targeted Value Portfolio
0.27%
0.25%
U.S. Small Cap Value Portfolio
0.28%
0.26%
D.
Effective November 1, 2026, the expense limitation amounts of each class of the Portfolios listed below are reduced (or implemented) as follows:
Portfolio Name
Current Expense
Limitation Amount
Expense Limitation Amount
as of 11/1/26
U.S. Core Equity 1 Portfolio
Institutional Class - 0.23%
ETF Class - 0.15%
Institutional Class - 0.14%
ETF Class - 0.14%
U.S. Core Equity 2 Portfolio
Institutional Class - 0.18%
ETF Class - 0.18%
Institutional Class - 0.17%
ETF Class - 0.17%
U.S. Vector Equity Portfolio
Institutional Class - 0.36%
ETF Class - 0.24%
Institutional Class - 0.22%
ETF Class - 0.22%
U.S. High Relative Profitability Portfolio
Institutional Class - 0.22%
ETF Class - 0.22%
Institutional Clas - 0.17%
ETF Class - 0.17%
U.S. Small Cap Portfolio
Institutional Class - 0.27%
ETF Class - 0.27%
Institutional Class - 0.25%
ETF Class - 0.25%
U.S. Targeted Value Portfolio
Institutional Class - 0.29%
ETF Class - 0.29%
Institutional Class - 0.26%
ETF Class - 0.26%
U.S Small Cap Value Portfolio
Institutional Class - None
ETF Class - 0.31%
Institutional Class - 0.27%
ETF Class - 0.27%
The date of this Supplement is June 18, 2026
DFA Investment Dimensions Group Inc. published this content on June 18, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on June 18, 2026 at 10:00 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]